Paraplanner, Uckfield, hybrid, c20 hr/week, up to £33k FTE* (DoE)

Location South East
Flex Type Various flexible
Role Basis Permanent
Salary Up to £33k FTE* DoE
Company Ten2Two-Experts in Flexible Recruitment

This small financial services firm is looking for a qualified and experienced paraplanner to join their expanding team. They can offer part-time hours and hybrid working, in a casual and friendly environment.

The Client

Our client is an established business that supports financial planners, advisers and wealth managers across the UK and abroad.

The Role

The role will involve preparation and maintenance of client files, research and preparation of recommendations as well as ongoing reviews, in line with company policy. It may also involve interaction with the company’s clients.

You will be required to:

Undertake product and investment research
Liaise with product providers and third parties to acquire information
Use analytical software and your experience to review clients’ existing plans
Obtain illustrations
Update model portfolios on investment platforms
Prepare clear, technically accurate and compliant reports
Prepare client reviews
Prepare and maintain detailed compliant client files and records within agreed CRM system
Record any client communication (written, oral or electronic)

The Candidate

You will be a minimum Level 4 (Diploma) qualified (CII/CISI/LIBF) and have at least 3 years’ experience within an IFA environment
Ideally have a background in pensions and investments.
Good working knowledge of Microsoft Office: Outlook, Word, Excel.
The ability to source, analyse, and summarise information.
Knowledge and experience with financial services software (Selectapension, Cashcalc, FE Analytics, etc) would be a distinct advantage, but not essential as full training will be given.
Be meticulous and analytical, with a high attention to detail.
Have a 'can-do' attitude

The Terms

The client is open to part- or full-time (c20 hours per week), flexible on days/hours and can offer hybrid working.
Salary up to £33k FTE (prorated for part time hours) – dependent on experience.
The client is also open to a freelance arrangement in the region of £20-£25 per hour (DoE)
22 days holiday, increasing in line with length of service.
You will be automatically enrolled in a pension scheme, however if you prefer, arrangements can instead be made to contribute to a pre-existing pension plan via salary sacrifice.
Office based Uckfield, with some hybrid working offered.
Other benefits: casual dress, company events, flexi time, on-site parking

This is a lovely part-time and flexible opportunity for an experienced paraplanner in a small but growing business.

*Full time equivalent – actual salary will depend on final hours agreed.

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